#735

Senior Wealth Advisor

Harrisburg, PA

2B+ AUM Wealth Management Firm

Overview

2B+ AUM Wealth Management Firm in the Greater Harrisburg Region seeks a Senior Wealth Advisor to play a central role in the client transition plan of ~150M AUM.

Not a commissioned sales role – No portable book required

Highlights

  • Advise high net worth clientele with regards to financial planning, cash flow analysis, retirement planning, asset allocation, portfolio construction, estate and wealth transfer planning, tax planning, and executive compensation plans
  • Collaborative, team based culture with extensive financial planning and investment management support, an internal high net worth tax team, and high touch client service
  • Partner with the internal colleagues and outside advisors to close and onboard prospective clients
  • Competitive base salary, profit and performance based bonuses, and opportunity for partnership and near term equity ownership. Excellent benefits.

 

Requirements

  • Advanced designation such as a CFP, CPA, JD or CFA
  • Strong technical planning skills for high net worth clientele

 

APPLY NOW
View All Open Positions